Helios Financial Services Fund — Rolling Returns & Performance Analysis
Helios Financial Services Fund (Direct Plan) is an Equity Fund from Helios Financial Mutual Fund — a fund that invests primarily in stocks for long-term growth. This page analyses its rolling returns, long-term performance and return consistency using its full NAV history (AMFI scheme code 152679).
Most sites show Helios Financial Services Fund's return for a single hand-picked period, which can make almost any fund look good or bad depending on the dates chosen. This tool instead tests Helios Financial Services Fund across every possible entry date, so you can see how it would have performed no matter when you invested — the honest way to judge an equity fund.
Helios Financial Services Fund rolling returns explained
Each point on the chart is Helios Financial Services Fund's annualised CAGR for a holding period (1M to 10Y) ending on that date. The statistics show the best, worst, median and average return, plus how often the fund ended positive — a direct measure of consistency.
Frequently asked questions
What are the rolling returns of Helios Financial Services Fund?
Rolling returns for Helios Financial Services Fund measure its annualised return (CAGR) for every possible entry date across its history — not just one flattering period. The interactive chart shows its 1-year, 3-year, 5-year, 7-year and 10-year rolling returns, with the best, worst, median and average outcome for each window.
Is Helios Financial Services Fund a consistent performer?
Judge consistency by the share of positive periods and the gap between the best and worst rolling return. A high share of positive periods and a narrow range mean Helios Financial Services Fund delivered more reliably regardless of when you invested.
What is the 5-year return of Helios Financial Services Fund?
Rather than one 5-year number that depends on the start date, this tool shows the full range of 5-year returns Helios Financial Services Fund has delivered across every historical starting point — its best, worst, median and average 5-year CAGR.
How is Helios Financial Services Fund's performance calculated?
Returns are computed from Helios Financial Services Fund's official daily NAV history from AMFI via mfapi.in. Windows of one year or more show annualised CAGR; 1-month, 3-month and 6-month windows show absolute return.